Unclaimed
Thomas Kedzie is a financial advisor with over 23 years of experience in the industry. He is currently registered as a Registered Representative (RA) with Osaic Wealth, Inc. in both Illinois and Texas. Prior to joining Osaic Wealth, Inc., Thomas worked with several other firms, including THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Thomas holds various licenses, including Series 6, 7, 63, and 65. He is also a licensed insurance agent, selling accident, health, disability, long-term care, traditional life insurance, and fixed and indexed annuities. Thomas's experience and expertise in the financial services industry can be of value to clients seeking financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IN
03/06/2002 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/17/1999 - 03/15/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/17/1999 - 03/15/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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